Practical Accounting
Courthouse Chambers, Suite 9, Level 1, 21 George Street Parramatta NSW 2150
Wealth Management
Our service is to simplify your affairs to allow you to understand and manage your wealth better.
We endeavour to provide a practical approach to solving any issues you may face in the simplest and cost-effective manner.
We will analyse the data critically and review it with you, ensuring that you also understand what is happening and to make sure it coincides with your goals.
We will then develop a personalised strategy and step you through the implementation.
Where possible we will offer tailored packaged solution to meet your requirements.
Accounting and Complaince
We offer a broad range of accounting services including budgets, management accounts, financial statements, tax returns, GST compliance(BAS), as well as practical aspects of running your business.
We can assist in matters regarding most structures including Companies, Trusts (discretionary, fixed or hybrid), Partnerships, Sole-traders, Limited Partnerships, Self-managed Superfunds.
We are well versed in most bookkeeping software:
Our expertise includes assisting in ATO audits, Superannuation, GST, FBT, Income Tax, foreign income, employer obligations.
We are here to help you to survive these hurdles to achieve the most cost-effective result possible and reduce where possible penalties and interest charges.
We will act as your intermediary between your business and the ATO.
Taxation Advice and Business Restructuring
We are highly experienced taxation specialists ensuring that our clients have the latest advice in relation to their affairs.
We offer simplified practical solutions and strategies to manage your taxation position and compliance obligations.
These can range from simple start up business to more complicated matters to protect you from creditors or a family disputes.
We continually review our client's business structures to mitigate any unnecessary exposure to financial and taxation issues.
Estate Planning and Retirement
We partner with legal professionals to ensure that our client's affairs are in order in case the unexpected happens.
Our solutions are tailored to keep in mind your personal circumstances to keep the wealth within the family or the to whom you would like to ensure receives the benefits.
In dealing with estate planning matters where health diminishes, or some other financial catastrophe is looming is a stressful experience.
We are able to receive instructions at short notice to facilitate relevant outcomes in a timely manner.
Our approach is to simplify and make estate planning a pain-free experience.